Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.552 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 47420.36 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46022.37 Kr¶
PnL: ---------------------------------------> -866.2 Kr¶
DD now: ---------------------------------> -2.487 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-27 09:54:32.716805'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | 0.640000 | 3130.000000 | 203.000000 | 6.940000 | 2927.000000 |
| HEBA B | 70 | 0.510000 | 2786.000000 | 150.000000 | 5.690000 | 2636.000010 |
| HMS Networks | 2 | -1.320000 | 780.400000 | 107.400000 | 15.960000 | 673.000000 |
| Nordea Bank Abp | 29 | 0.830000 | 3512.480000 | 58.480000 | 1.690000 | 3453.999992 |
| MedCap | 2 | 0.000000 | 463.000000 | 42.000000 | 9.980000 | 421.000000 |
| SAAB B | 8 | -0.770000 | 3416.800000 | 39.800000 | 1.180000 | 3377.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 1.260000 | 394.700000 | 39.700000 | 11.180000 | 355.000000 |
| Corem Property Group B | 59 | 1.080000 | 605.340000 | 28.340000 | 4.910000 | 576.999999 |
| Resurs Holding | 22 | 1.000000 | 599.720000 | 25.720000 | 4.480000 | 573.999998 |
| Intrum | 4 | 1.360000 | 552.200000 | 25.200000 | 4.780000 | 527.000000 |
| OEM International B | 7 | 0.000000 | 546.000000 | 18.000000 | 3.410000 | 527.999997 |
| Eastnine | 4 | 0.790000 | 508.000000 | 17.000000 | 3.460000 | 491.000000 |
| Swedbank A | 3 | 0.860000 | 580.800000 | 16.800000 | 2.980000 | 564.000000 |
| AcadeMedia | 12 | -1.000000 | 572.880000 | 15.880000 | 2.850000 | 557.000004 |
| Boozt | 12 | -0.220000 | 1668.000000 | 14.000000 | 0.850000 | 1653.999996 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 575.400000 | 13.400000 | 2.380000 | 562.000005 |
| Securitas B | 6 | 1.170000 | 582.840000 | 12.840000 | 2.250000 | 570.000000 |
| Norva24 Group | 16 | -0.870000 | 549.120000 | 6.120000 | 1.130000 | 543.000000 |
| Karnov Group | 9 | 0.170000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Samhällsbyggnadsbo. i Norden D | 12 | 1.260000 | 249.840000 | 3.840000 | 1.560000 | 246.000000 |
| Coor Service Management Hold. | 8 | 0.000000 | 535.600000 | 3.600000 | 0.680000 | 532.000000 |
| Creaspac SPAC | 6 | -0.310000 | 579.000000 | 2.000000 | 0.350000 | 577.000002 |
| Handelsbanken A | 5 | 0.600000 | 543.250000 | -2.750000 | -0.500000 | 546.000000 |
| Midsona B | 63 | 0.890000 | 573.300000 | -9.700000 | -1.660000 | 582.999984 |
| Essity B | 2 | 0.730000 | 553.200000 | -20.800000 | -3.620000 | 574.000000 |
| CTEK | 13 | -4.210000 | 508.300000 | -25.700000 | -4.810000 | 533.999999 |
| International Petroleum Corp. | 5 | 2.900000 | 568.000000 | -26.570000 | -4.470000 | 594.565215 |
| Essity A | 4 | 0.550000 | 1104.000000 | -45.000000 | -3.920000 | 1149.000000 |
| Vivesto | 1368 | -1.230000 | 547.200000 | -65.800000 | -10.730000 | 612.999432 |
| Sampo Oyj SDB | 7 | 0.470000 | 3776.500000 | -73.500000 | -1.910000 | 3850.000000 |
| Fasadgruppen Group | 35 | 1.360000 | 3661.000000 | -150.000000 | -3.940000 | 3810.999990 |
| Beijer Electronics Group | 26 | 0.190000 | 2808.000000 | -163.000000 | -5.490000 | 2971.000006 |
| OX2 | 18 | 0.000000 | 1418.400000 | -245.600000 | -14.760000 | 1663.999992 |
| Axfood | 13 | 0.370000 | 3481.400000 | -274.600000 | -7.310000 | 3756.000001 |
| Ovzon | 52 | -0.940000 | 2750.800000 | -611.200000 | -18.180000 | 3361.999992 |
| TOTAL | 46022.370000 | -866.200000 | -2.48722% | 46888.564618 |
Updated:¶
'2023-01-27 09:54:46.258984'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
